Avantis U.S. Equity ETF (AVUS)
Avantis U.S. Equity ETF $AVUS is B&D White Capital Company LLC’s 2nd Largest Position
B&D White Capital Company LLC trimmed its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 2.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 732,440 shares of the company's stock after selling 18,116 shares during
Bank of New York Mellon Corp Boosts Holdings in Avantis U.S. Equity ETF $AVUS
Bank of New York Mellon Corp raised its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 11.0% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 781,758 shares of the company's stock after purchasing an additional 77,259 shares
AVUS: This All-American Fund Is Quietly Outperforming Its Peers
Avantis U.S. Equity ETF offers a disciplined, factor-tilted approach targeting value and profitability across the broad U.S. equity market. AVUS consistently outperforms its Russell 3000 benchmark and passive peers, aided by sector overweights in energy, financials, and industrials. The ETF maintains broad diversification, a competitive 0.15% fee, and a risk profile in line with the market (beta 1.01, Sharpe 1.27).
Avantis U.S. Equity ETF $AVUS is CPC Advisors LLC’s Largest Position
CPC Advisors LLC lifted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 488,010 shares of the company's stock after purchasing an additional 6,820 shares during the
Caliber Wealth Management LLC KS Increases Stake in Avantis U.S. Equity ETF $AVUS
Caliber Wealth Management LLC KS increased its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 9.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 565,860 shares of the company's stock after purchasing an additional 48,249 shares during the period. Avantis U.S. Equity
Avantis U.S. Equity ETF $AVUS Shares Sold by Echo Wealth Management LLC
Echo Wealth Management LLC cut its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 14.7% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,561 shares of the company's stock after selling 13,920 shares during the period.
Leo Wealth LLC Has $54.10 Million Stock Holdings in Avantis U.S. Equity ETF $AVUS
Leo Wealth LLC grew its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 81.0% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 483,817 shares of the company's stock after buying an additional 216,502 shares during the quarter. Avantis U.S. Equity
16,420 Shares in Avantis U.S. Equity ETF $AVUS Acquired by Revolve Wealth Partners LLC
Revolve Wealth Partners LLC bought a new stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 16,420 shares of the company's stock, valued at approximately $1,835,000. A number of other large
Avantis U.S. Equity ETF $AVUS is Signature Resources Capital Management LLC’s 2nd Largest Position
Signature Resources Capital Management LLC grew its stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 271,612 shares of the company's stock after buying an additional 14,461 shares
Savvy Advisors Inc. Has $1.83 Million Holdings in Avantis U.S. Equity ETF $AVUS
Savvy Advisors Inc. lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 310.9% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,338 shares of the company's stock after purchasing an additional 12,362 shares during the quarter. Savvy Advisors
AVUS Outpaced VTI by 16 Points Over 5 Years. Is It the Better Core Holding?
Most broad U.S. equity ETFs just buy the market. Avantis U.S. Equity ETF (NYSEARCA:AVUS) does something subtler: it buys most of the market, then tilts the portfolio toward stocks that are cheaper relative to their fundamentals and more profitable than their peers. The result resembles an index fund but behaves differently in practice. What AVUS... AVUS Outpaced VTI by 16 Points Over 5 Years. Is It the Better Core Holding?.
AVUS: A Middle-Ground Sector Exposure With Attractive Valuation
Avantis US Equity ETF trades at an 11% P/E discount to the Russell 3000, reflecting disciplined stock selection and a conservative sector mix. AVUS has shifted slightly toward mega- and large-caps, increasing technology exposure, yet maintains overweight positions in energy and financials for value and inflation hedging. Performance has been in line with the Russell 3000, with 3- and 5-year annualized returns of 18.1% and 10.9%, but downside capture remains higher than most peers.
Report: Both Mutual Fund & ETF Fees Declined Again in 2025
While performance comes first when it comes to funds, fees are nothing to sniff at. Even a few basis points can make all the difference at the end of a year or during retirement.
Avantis U.S. Equity ETF $AVUS Shares Acquired by CVA Family Office LLC
CVA Family Office LLC lifted its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 51.8% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 261,060 shares of the company's stock after buying an additional 89,056 shares during the period. Avantis U.S. Equity ETF
A $11 Billion ETF Quietly Outperforms the Total Market by Favoring Profitable Stocks
Most broad U.S. equity ETFs hand the biggest positions to the biggest companies, regardless of whether those companies are cheap or profitable.
AVUS: Impressive Depth Of Exposure But Imperfect Risks-Adjusted Returns, A Hold
AVUS: Impressive Depth Of Exposure But Imperfect Risks-Adjusted Returns, A Hold
CVA Family Office LLC Acquires 21,503 Shares of Avantis U.S. Equity ETF $AVUS
CVA Family Office LLC grew its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 14.3% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 172,004 shares of the company's stock after buying an additional 21,503 shares during the period. Avantis U.S.
Avantis U.S. Equity ETF $AVUS Shares Bought by Fonville Wealth Management LLC
Fonville Wealth Management LLC lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 5.4% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 122,088 shares of the company's stock after acquiring an additional 6,239 shares during the quarter. Avantis
Commonwealth Equity Services LLC Sells 16,883 Shares of Avantis U.S. Equity ETF $AVUS
Commonwealth Equity Services LLC cut its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 1.5% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,095,810 shares of the company's stock after selling 16,883 shares during the period. Commonwealth Equity Services LLC owned approximately 1.21%
American Century Companies Inc. Grows Position in Avantis U.S. Equity ETF $AVUS
American Century Companies Inc. raised its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 0.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,474,063 shares of the company's stock after acquiring an additional 10,224 shares during the quarter.